VP, Sales – Tax Division

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Lead the sales team focused on the independent tax preparation sector.

• Achieve growth targets and enhance relationships with partners.

• Establish and meet revenue, budget, growth, market share, and profitability goals for the Tax division sales team.

• Provide leadership and guidance to Sales and Support teams.

• Recruit, develop, mentor, and assess sales staff.

• Develop and implement sales strategies, business plans, and forecasts.

• Manage and sustain strategic partnerships and key accounts.

• Cultivate relationships with industry influencers, strategic partners, stakeholders, and trade associations.

• Represent the company at industry events, conferences, partner meetings, and other forums.

• Lead contract negotiations and secure strategic opportunities and partnerships.

• Collaborate with Product, Operations, Technology, Marketing, Enrollment, Compliance, senior leadership, and other partners.

• Utilize Salesforce CRM strategy, data integrity, metrics, industry trends, market insights, and performance reporting to enhance pipeline visibility and guide decision-making.

• Provide insights and recommendations to senior leadership.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree or equivalent education and experience.

• Typically requires 12+ years of experience with a bachelor’s degree or equivalent.

• At least 10 years of experience in client-facing leadership roles within the financial services or tax industry.

• Comprehensive knowledge of the operations of the Tax division and/or industry.

• Strong understanding of the technology and operational processes necessary to deliver and support new products.

• Exceptional financial acumen, including experience with P&Ls, reading partner and Pathward Financial metrics, trend analysis, and other financial tools.

• Proficient in Microsoft Office applications.

• Experience with CRM functionality.

• Ability to effectively communicate, influence, and maintain relationships with senior leaders and C-level executives.

• Strong interpersonal and communication skills.

• Master’s degree preferred.

🏝️ Benefits

• Annual performance-based incentive opportunity.

• Health insurance.

• 401(k) retirement benefits.

• Life insurance.

• Disability benefits.

• Paid time off.

• Comprehensive benefits package for eligible employees.